Landmark Wealth Management, Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Actively Managed ETF T with a value of $28.3B, Spdr S&P 500 ETF Trust with a value of $19B, ETF Ser Solution Distillate Us with a value of $13.9B, Dimensional ETF Tr with a value of $12.4B, and Ssga Active Tr Spdr Ssga Us Se with a value of $12.1B.

Examining the 13F form we can see an increase of $19.1B in the current position value, from $182B to 201B.

Landmark Wealth Management, Inc. is based out at Normal, IL

Below you can find more details about Landmark Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $201 Billion
ETFs: $189 Billion
Technology: $6.76 Billion
Financial Services: $2.77 Billion
Consumer Defensive: $308 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $201 Billion
  • Prior Value $182 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Landmark Wealth Management, Inc. Portfolio

Follow Landmark Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, Inc. with notifications on news.